Create chat bot using power virtual agent

Creating Bot: Logging to web site - https://powerva.microsoft.com/ by creating trail environment. Navigate to home-> Bot panel -> new bot Give the Bot name -> Select Language -> Environment-> Create, please find below screen shot.
How to create Topics in bot: Navigate to Home-> Topics-> New topic.
Please enter the required details like Name, Trigger phrases and click on save topic.
To add functionality to topic click on Go to authoring canvas.
Please complete flow to get records from CRM in Account, contact and quote entity.
How to create flow to get details from CRM for Account entity. https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow
Details steps in flow to get information from Account entity:
Refr Link from MSDN https://mscrm16tech.com/2020/05/12/add-floating-chat-bot-microsoft-virtual-agent-on-power-portal-powerapps/

Comments

Post a Comment

Popular posts from this blog

Create Data Package file to Import Or Export CRM records.

Image
  The Microsoft Dynamics CRM 2015 Software Development Kit (SDK) Migration tool is essential for exporting and importing configuration data. It is particularly useful for transferring metadata, customizations, and configurations between environments. Download Link: https://www.microsoft.com/en-in/download/details.aspx?id=44567 After downloading Microsoft Dynamics CRM 2015 Software Development Kit (SDK) unzip and Navigate to MicrosoftDynamicsCRM2015SDK\Tools\ConfigurationMigration. ·        To Open SDK tool MicrosoftDynamicsCRM2015SDK\Tools\ConfigurationMigration\ DataMigrationUtility.exe ·        First, we need to Create Schema. Select on Create Schema and click on continue. ·        It be asked to log in to your source CRM system, Select Display list of available organizations and give your username and passed and logging. ·        Please select your org...
Read more

Receive Incoming Message in Twilio using Power Automate

Image
  In this blog we will learn how to read when an incoming message received in Twilio using Power Automate. ·        Power Automate Flow creation. ·        Configuration power automate flow URL in Twilio.   Power Automate Flow creation. Open https://make.powerapps.com/   and create a new automated flow in Power Automate using the "When an HTTP request is received" trigger. To do this, search for "HTTP" and select the HTTP request trigger, as shown below. Give the required flow name and click on Create. Next add Compose compound and add below formal  to read input from above step. decodeUriComponent(string(triggerBody())) Next to read received message, from number and to number we need each initial variables in flow. From Number add below formal in value:  first(split(split(outputs('Compose'), 'From=')[1], '&')) To Number add below formal in value : first(split(split(ou...
Read more

How to implement approval in Teams using Adaptive Cards

Image
  Adaptive Cards are self-contained user interface components that transcend platform boundaries. Crafted in JSON format, these snippets of UI can be seamlessly exchanged between applications. Upon reaching a particular application, the JSON content is dynamically rendered into native UI elements, seamlessly blending with the app's aesthetic. This approach facilitates the creation and seamless integration of lightweight UI elements across diverse platforms and frameworks. User Story: We're preparing to implement a leave approval workflow in Teams utilizing adaptive cards. Employees will submit their leave requests, and line managers will receive notifications within Teams. Step 1 – Design the Adaptive Card Prior to establishing the flow, let's initiate the card design process using the designer tool to ensure readiness. Visit https://adaptivecards.io/designer/   to access the designer interface and adjust the 'host app' setting to Microsoft Teams – Light /...
Read more

Azure Function to Read Incoming Message in Twilio

Image
  Introduction In this tutorial, we will learn how to read incoming message in Twilio and respond to webhooks using Azure Functions. We will learn what is webhooks, how to set up an Azure Function, and then use Azure Function app to respond to a Twilio SMS webhook and create a record in dynamic 365 in case entity when new message received. Prerequisites: A Twilio account.  An Azure account with an active subscription. Dynamic365 subscription. What is webhook? Webhook is an HTTP request triggered by an event in a source system and sent to a destination system. To enable this, you provide the source system with a URL where it can send the HTTP request. A typical webhook setup involves the following: A destination system that needs to be notified about a specific event. A source system that sends a notification to the destination system when the event occurs. This system uses the provided webhook URL to make the HTTP request. In your a...
Read more

Execute CRUD operations within the Power Platform using a Canvas App

Image
  User story: When a new account is created, there is a requirement to execute a curd operation via Power Apps, involving updating an existing record and deleting the record from the accounts. If we want to few complete records in accounts entity on welcome screen: Navigate to vertical Gallery and select Items property should be Item=Accounts. To create a new record, one must click on the plus icon displayed on the screen and input the formula provided below, as illustrated in the following screen. This action will prompt a new screen to open for the creation of the new record.   Navigate ( CreateScreen ) ; ResetForm ( 'Account Create Form' ) After navigating to the creation screen, a new form will be displayed, and it is necessary to configure the data source to 'Account,' as shown in the screen below. And Items property = Defaults (Accounts) Next, upon clicking the submit button, we should save the data in the account entity and return to the main screen. ...
Read more